Rollup Helper
A Declarative Roll-up Platform for Salesforce®
By Passage TechnologyAdmin & Developer Tools
- Rating
- 4.8
- Reviews
- 506
- Pricing
- Free
- With paid plans
- Listed since
- 2012
About Rollup Helper
Roll up any information in Salesforce with clicks and not code.
What Are The Top Rollup Helper Use Cases?
- Activity monitoring rollups
- Rollup Asset, Case & Contact to Account
- Lookup rollups
- Account or multiple object hierarchy rollups
- Rollup through Campaign Member or Contact Role
- Customer segmentation criteria rollups
- Rollups for Account-Based Marketing strategy implementation
- Text rollups for Products Purchased, Campaign Names or Call Notes
- 1st & Last Rollups
- Custom object rollups
- Rollups for monthly or year-over-year reporting
Features:
- 3 rollups in free version
- Real-time & scheduled rollups
- Automate with real-time/async or run manually
- Sum, max, min, average, count, unique count, mode & grandchild rollups
- Checkbox & text rollups
- Create custom filters without knowing SOQL
- Targeted/parent filter functionality
- 30 pre-canned date filters, including field to field comparisons
- Support for standard & custom objects (managed or unmanaged)
- Advanced currency management
- Seamless integration with existing configurations
- 100% Salesforce® native
- Support for Salesforce Lightning or Classic
- Access to our excellent support staff
- Unlimited rollups with our Premium Edition, available standalone, pairs well with Lookup Helper
Highlights
- Get around rollup limitations easily. -Rollup using lookup relationships, including hierarchy rollups. -Can have more than 25 rollups per object. -Cross-object formula fields in rollup summary filters.
- The ultimate no-code Salesforce® admin productivity platform. -Results can be used in flows, validation rules or formula fields. -25 pre-built rollups you can auto-deploy, saving time. -Find settings easily through search or rollup groups.
- An indispensable rollup solution for Salesforce -Rollup millions of records in Salesforce. -Rollup Helper will scale with your unique environments. -Create custom filters using the most complex filter criteria without SOQL knowledge.
- Build mission critical reports and trigger intelligent data-driven workflows. -Rollup data by account type/location/hierarchy, industry, job title, territory, campaign type, product type, or any segment. -Manage account hierarchy data.
- Starter Tier Additional Features: -13 total rollup settings -Priority support Premium Edition Additional Features: -Unlimited rollup settings -Priority support -Grandchild rollups in one setting
- Optimized Data Inputs = Optimized Agentforce & AI Outputs - Maximize Agentforce effectiveness with improved data - Elevate customer experiences and satisfaction - Get better internal adoption and results
- Cut admin setup time from days to minutes. -Auto-deploy 25 pre-built rollups instead of building each one from scratch. -Automate summaries across lookup, master-detail, hierarchical & cross-object relationships. -Reports & flows are accurate, every time.
Screenshots
Image 1 of 16
Pricing
Free, with paid plans.
The publisher offers discounts.
Compatibility
- Works with
- Financial Services Cloud
- Health Cloud
- Government Cloud
- Salesforce editions
- Essentials
- Professional
- Enterprise
- Unlimited
- Performance
- Developer
- Salesforce Platform
- Lightning Experience
- Supported
- Salesforce mobile app
- Not supported
- Salesforce security review
- Passed on February 27, 2025
- Industries
- Horizontal Product
- Financial Services
- High Tech
- Languages
- English
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